Public record / Tickers / AXS

AXS — AXIS CAPITAL HOLDINGS LTD†

Both disclosure regimes on one name: who in Congress filed about AXS, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
6
all PTR rows naming AXS
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-19
filed 2023-05-19
13F holders
398
top-398 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $1.0K–$15.0K

SELL · traded 2023-04-10 → filed 2023-05-19. Ranked over every AXS row by the provable lower bound, never a point estimate.

No member disclosed AXS in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

2 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated AXS rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING AXS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AXS
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-05-19Daniel S. Goldman D–NY-10SELLTraded 04-10 +39d$1K–$15K
2023-02-02Thomas R. Carper D–DESELL SP (spouse-owned)Traded 01-11 +22d$1K–$15K
2022-02-03Thomas R. Carper D–DESELL partial · SP (partial sale, spouse-owned)Traded 01-18 +16d$1K–$15K
2021-07-06Thomas R. Carper D–DESELL partial · SP (partial sale, spouse-owned)Traded 06-04 +32d$1K–$15K
2021-05-17Thomas R. Carper D–DEBUY SP (spouse-owned)Traded 2020-07-09 LATE·312d$1K–$15Kamendment pending
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 6 ↗

Members active in AXS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed AXS in the trailing 12 months.

Congress ↔ notable managers · AXS

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · AXIS CAP HLDGS LTD

Merged timeline of congressional filings and notable-manager moves on AXS
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FTRIM−30,469 sh
2026-05-15Bridgewater Associates 13FTRIM−11,552 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of AXS for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1AQR CAPITAL MANAGEMENT LLC$498M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$398M1
3DIMENSIONAL FUND ADVISORS LP$373M1
4BlackRock, Inc.$360M1
5VANGUARD CAPITAL MANAGEMENT LLC$337M1
6AMERICAN CENTURY COMPANIES INC$221M1
7ALTRINSIC GLOBAL ADVISORS LLC$179M1
8Janus Henderson Group Ltd.$174M1
9STATE STREET CORP$161M1
10Swedbank AB$138M1
11Nuveen, LLC$132M1
12Freestone Grove Partners LP$132M1
13NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$126M1
14Allianz Asset Management GmbH$125M1
15JOHNSON INVESTMENT COUNSEL INC$118M1
16JENNISON ASSOCIATES LLC$109M1
17Qube Research & Technologies Ltd$105M1
18ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$99.4M1
19FMR LLC$90.7M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$81.2M1
21FIRST TRUST ADVISORS LP$77.4M1
22Point72 Asset Management, L.P.$69.0M1
23NORTHERN TRUST CORP$64.3M1
24RAYMOND JAMES FINANCIAL INC$59.4M1
25MORGAN STANLEY$53.6M1
26CITADEL ADVISORS LLC$52.0M1
27BNP Paribas Asset Management Holding S.A.$51.4M1
28MASSACHUSETTS FINANCIAL SERVICES CO /MA/$50.5M1
29VANGUARD FIDUCIARY TRUST CO$48.2M1
30SCHRODER INVESTMENT MANAGEMENT GROUP$48.1M1
31BANK OF AMERICA CORP /DE/$48.0M1
32Alberta Investment Management Corp$45.6M1
33FULLER & THALER ASSET MANAGEMENT, INC.$45.5M1
34Robeco Institutional Asset Management B.V.$44.5M1
35Boston Partners$43.9M1
36UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$42.9M1
37PANAGORA ASSET MANAGEMENT INC$41.9M1
38ALLIANCEBERNSTEIN L.P.$41.4M1
39MILLENNIUM MANAGEMENT LLC$41.3M1
40ADAGE CAPITAL PARTNERS GP, L.L.C.$37.5M1
41VOLORIDGE INVESTMENT MANAGEMENT, LLC$37.1M1
42FIL Ltd$33.7M1
43FRANKLIN RESOURCES INC$33.7M1
44Quantinno Capital Management LP$32.3M1
45Woodline Partners LP$31.6M1
46STANSBERRY ASSET MANAGEMENT, LLC$28.7M1
47TWO SIGMA INVESTMENTS, LP$28.0M1
48IEQ CAPITAL, LLC$26.9M1
49Gotham Asset Management, LLC$26.5M1
50UBS Group AG$25.5M1
51Arbejdsmarkedets Tillaegspension$25.3M1
52Invesco Ltd.$24.9M1
53JANE STREET GROUP, LLC$23.8M1
54Man Group plc$23.0M1
55SEI INVESTMENTS CO$22.7M1
56CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$20.7M1
57BANK OF NOVA SCOTIA$18.6M1
58LEVIN CAPITAL STRATEGIES, L.P.$17.6M1
59Schonfeld Strategic Advisors LLC$16.5M1
60LAZARD ASSET MANAGEMENT LLC$16.4M1
61Swiss National Bank$15.5M1
62Connor, Clark & Lunn Investment Management Ltd.$15.3M1
63FIRST MANHATTAN CO. LLC.$15.3M1
64STOREBRAND ASSET MANAGEMENT AS$15.2M1
65Philadelphia Financial Management of San Francisco, LLC$15.0M1
66VOYA INVESTMENT MANAGEMENT LLC$14.9M1
67Trexquant Investment LP$13.5M1
68SUSQUEHANNA INTERNATIONAL GROUP, LLP$13.4M1
69Cerity Partners LLC$13.4M1
70Allspring Global Investments Holdings, LLC$13.2M1
71Paradice Investment Management LLC$13.1M1
72Mariner, LLC$12.6M1
73Ceredex Value Advisors LLC$11.5M1
74Bridgewater Associates, LP$11.4M1
75Engineers Gate Manager LP$10.5M1
76Hudson Bay Capital Management LP$10.3M1
77CWM, LLC$10.3M1
78LPL Financial LLC$9.9M1
79First Eagle Investment Management, LLC$9.2M1
80NATIONAL BANK OF CANADA /FI/$9.2M1
81STATE OF WISCONSIN INVESTMENT BOARD$9.0M1
82Interval Partners, LP$9.0M1
83HENNESSY ADVISORS INC$8.8M1
84ExodusPoint Capital Management, LP$8.5M1
85TEACHER RETIREMENT SYSTEM OF TEXAS$8.5M1
86Corient Private Wealth LLC$8.2M1
87COOKSON PEIRCE & CO INC$8.2M1
88ArrowMark Colorado Holdings LLC$8.0M1
89Prana Capital Management, LP$7.6M1
90Universal- Beteiligungs- und Servicegesellschaft mbH$7.6M1
91WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7.3M1
92VANGUARD ASSET MANAGEMENT, Ltd$7.1M1
93STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$7.0M1
94Legal & General Group Plc$6.7M1
95HSBC HOLDINGS PLC$6.6M1
96HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$6.5M1
97Illinois Municipal Retirement Fund$6.0M1
98Clear Harbor Asset Management, LLC$5.9M1
99ENVESTNET ASSET MANAGEMENT INC$5.8M1
100RENAISSANCE GROUP LLC$5.7M1
101Lighthouse Investment Partners, LLC$5.6M1
102JACOBS LEVY EQUITY MANAGEMENT, INC$5.5M1
103Elevate Capital Advisors, LLC$5.4M1
104MERCER GLOBAL ADVISORS INC /ADV$5.2M1
105Vanguard Global Advisers, LLC$5.0M1
106STIFEL FINANCIAL CORP$5.0M1
107CITIGROUP INC$4.9M1
108EVOLVE PRIVATE WEALTH, LLC$4.8M1
109CREDIT AGRICOLE S A$4.6M1
110Qsemble Capital Management, LP$4.5M1
111Creative Planning$4.2M1
112Baird Financial Group, Inc.$4.0M1
113Squarepoint Ops LLC$3.9M1
114PRUDENTIAL FINANCIAL INC$3.9M1
115ROYAL BANK OF CANADA$3.6M1
116Independent Advisor Alliance$3.5M1
117Focus Partners Wealth$3.4M1
118Zurcher Kantonalbank (Zurich Cantonalbank)$3.3M1
119Villanova Investment Management Co$3.2M1
120Synergy Asset Management, LLC$3.2M1
121Graham Capital Management, L.P.$3.2M1
122Sequoia Financial Advisors, LLC$3.1M1
123Capula Management Ltd$3.0M1
124CANADA PENSION PLAN INVESTMENT BOARD$3.0M1
125WORLDQUANT MILLENNIUM ADVISORS LLC$2.5M1
126Cannell & Spears LLC$2.5M1
127Numerai GP LLC$2.5M1
128Aquatic Capital Management LLC$2.4M1
129Merit Financial Group, LLC$2.4M1
130BBR PARTNERS, LLC$2.4M1
131Jain Global LLC$2.3M1
132State of New Jersey Common Pension Fund D$2.2M1
133Arizona State Retirement System$2.1M1
134Mitsubishi UFJ Trust & Banking Corp$2.1M1
135Dana Investment Advisors, Inc.$2.1M1
136Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$2.0M1
137Vanguard Investments Australia, Ltd.$1.9M1
138MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.8M1
139Y-Intercept (Hong Kong) Ltd$1.8M1
140Pallas Capital Advisors LLC$1.8M1
141Connecticut Wealth Management, LLC$1.6M1
142WELLS FARGO & COMPANY/MN$1.6M1
143Vest Financial, LLC$1.5M1
144Linden Thomas Advisory Services, LLC$1.5M1
145Bridgefront Capital, LLC$1.5M1
146Focus Partners Advisor Solutions, LLC$1.4M1
147Callan Family Office, LLC$1.3M1
148Quadrature Capital Ltd$1.3M1
149Pictet Asset Management Holding SA$1.2M1
150Summit Trail Advisors, LLC$1.2M1
151Caprock Group, LLC$1.2M1
152Amundi$1.2M1
153MACKENZIE FINANCIAL CORP$1.1M1
154KEYBANK NATIONAL ASSOCIATION/OH$1.1M1
155DEUTSCHE BANK AG\$1.1M1
156CROBAN$1.1M1
157Tidal Investments LLC$1.1M1
158XTX Topco Ltd$1.1M1
159COMMERCE BANK$1.0M1
160Cetera Investment Advisers$1.0M1
161Chicago Partners Investment Group LLC$1.0M1
162Permanent Capital Management, LP$1.0M1
163Vanguard Personalized Indexing Management, LLC$1000K1
164Krilogy Financial LLC$997K1
165FOX RUN MANAGEMENT, L.L.C.$988K1
166R Squared Ltd$971K1
167CSS LLC/IL$939K1
168Beacon Pointe Advisors, LLC$933K1
169O'SHAUGHNESSY ASSET MANAGEMENT, LLC$924K1
170Crossmark Global Holdings, Inc.$923K1
171Vise Technologies, Inc.$921K1
172Bull Harbor Capital LLC$910K1
173Ensign Peak Advisors, Inc$907K1
174Quantum Portfolio Management LLC$894K1
175Edgestream Partners, L.P.$879K1
176NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$869K1
177Arax Advisory Partners$865K1
178Daiwa Securities Group Inc.$862K1
179Sivia Capital Partners, LLC$827K1
180Diversified Trust Co$810K1
181NATIXIS$789K1
182DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$778K1
183Pathstone Holdings, LLC$745K1
184OPPENHEIMER & CO INC$692K1
185Centiva Capital, LP$684K1
186NorthCrest Asset Manangement, LLC$665K1
187INTRUST BANK NA$658K1
188CAPSTONE INVESTMENT ADVISORS, LLC$636K1
189Family Manage LLC$628K1
190HB Wealth Management, LLC$601K1
191Machina Capital S.A.S.$593K1
192XPONANCE LLC$588K1
193Curi Capital, LLC$576K1
194Magnetar Financial LLC$570K1
195MML INVESTORS SERVICES, LLC$565K1
196Rockefeller Capital Management L.P.$564K1
197QRG CAPITAL MANAGEMENT, INC.$549K1
198MIRABELLA FINANCIAL SERVICES LLP$534K1
199BANK OF MONTREAL /CAN/$533K1
200Leonteq Securities AG$523K1
201Savant Capital, LLC$520K1
202Index Technologies Group LLC$511K1
203Aaron Wealth Advisors LLC$507K1
204ALPS ADVISORS INC$498K1
205Tower Research Capital LLC (TRC)$491K1
206TRUIST FINANCIAL CORP$486K1
207Federation des caisses Desjardins du Quebec$454K1
208EntryPoint Capital, LLC$452K1
209RITHOLTZ WEALTH MANAGEMENT$447K1
210Ashton Thomas Private Wealth, LLC$441K1
211Parcion Private Wealth LLC$439K1
212Kera Capital Partners, Inc.$434K1
213CIBC Asset Management Inc$427K1
214OSAIC HOLDINGS, INC.$422K1
215PICTON MAHONEY ASSET MANAGEMENT$421K1
216Sanctuary Advisors, LLC$420K1
217NewEdge Advisors, LLC$410K1
218Utah Retirement Systems$407K1
219State of Wyoming$402K1
220Steward Partners Investment Advisory, LLC$400K1
221WASATCH ADVISORS LP$396K1
222Baker Avenue Asset Management, LP$391K1
223POINCIANA ADVISORS GROUP, LLC$371K1
224Voleon Capital Management LP$364K1
225FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$363K1
226Polymer Capital Management (US) LLC$351K1
227EVOKE WEALTH, LLC$347K1
228Milestones Private Investment Advisors LLC$345K1
229MEEDER ASSET MANAGEMENT INC$335K1
230Waverly Advisors, LLC$335K1
231WESTPAC BANKING CORP$330K1
232Perpetual Ltd$330K1
233Fieldview Capital Management, LLC$330K1
234Allworth Financial LP$328K1
235Phillips Wealth Planners LLC$326K1
236Dynamic Technology Lab Private Ltd$325K1
237FEDERATED HERMES, INC.$320K1
238Cetera Trust Company, N.A$319K1
239Inscription Capital, LLC$317K1
240EARNED WEALTH ADVISORS, LLC$317K1
241Rothschild Wealth LLC$314K1
242MQS Management LLC$310K1
243SIGNATUREFD, LLC$310K1
244Vident Advisory, LLC$309K1
245RBF Capital, LLC$304K1
246Sagewood Asset Management LP$304K1
247SALEM INVESTMENT COUNSELORS INC$303K1
248BEESE FULMER INVESTMENT MANAGEMENT, INC.$298K1
249Emerald Investment Advisers, LLC$290K1
250Wedmont Private Capital$286K1
251INCEPTIONR LLC$284K1
252BTG Pactual Asset Management US LLC$284K1
253WADDELL & ASSOCIATES, LLC$277K1
254SYM FINANCIAL Corp$276K1
255MAI Capital Management$271K1
256Composition Wealth, LLC$269K1
257D. E. Shaw & Co., Inc.$265K1
258HighTower Advisors, LLC$264K1
259KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$260K1
260AlphaCore Capital LLC$258K1
261GW HENSSLER & ASSOCIATES LTD$257K1
262Storgate, LLC$254K1
263111 Capital$251K1
264Geneos Wealth Management Inc.$243K1
265Frec Markets, Inc.$234K1
266Clearstead Advisors, LLC$223K1
267FIRST CITIZENS BANK & TRUST CO$222K1
268North Dakota State Investment Board$220K1
269waypoint wealth counsel$219K1
270EVERGREEN CAPITAL MANAGEMENT LLC$216K1
271Caerus Investment Advisors, LLC$213K1
272CHOREO, LLC$207K1
273PRINCIPAL FINANCIAL GROUP INC$207K1
274Orion Porfolio Solutions, LLC$204K1
275PINNACLE ASSOCIATES LTD$203K1
276Vinva Investment Management Ltd$201K1
277FIFTH THIRD BANCORP$194K1
278Measured Wealth Private Client Group, LLC$179K1
279Mirae Asset Global Investments Co., Ltd.$161K1
280US BANCORP \DE\$133K1
281Parkside Financial Bank & Trust$129K1
282True Wealth Design, LLC$110K1
283NOMURA ASSET MANAGEMENT CO LTD$96.3K1
284QUADRANT CAPITAL GROUP LLC$95.8K1
285Global Assets Advisory, LLC$68.1K1
286Blue Trust, Inc.$54.1K1
287MATHER GROUP, LLC.$49.6K1
288Cassaday & Co Wealth Management LLC$42.5K1
289ASSETMARK, INC$40.2K1
290SJS Investment Consulting Inc.$36.4K1
291Larson Financial Group LLC$33.6K1
292Mitsubishi UFJ Asset Management Co., Ltd.$32.0K1
293Destiny Wealth Partners, LLC$27.4K1
294CVA Family Office, LLC$24.2K1
295Annis Gardner Whiting Capital Advisors, LLC$22.9K1
296Activest Wealth Management$22.5K1
297Clearstead Trust, LLC$22.4K1
298Pinnacle Wealth Planning Services, Inc.$21.5K1
299UMB Bank, n.a.$19.5K1
300Smartleaf Asset Management LLC$18.3K1
301WPG Advisers, LLC$16.4K1
302ENTRUST FINANCIAL LLC$15.2K1
303ALGERT GLOBAL LLC$12.4K1
304Bayforest Capital Ltd$12.2K1
305State of Alaska, Department of Revenue$12.0K1
306Transamerica Financial Advisors, LLC$11.3K1
307JFS WEALTH ADVISORS, LLC$11.2K1
308Bell Investment Advisors, Inc$10.0K1
309Manchester Capital Management LLC$9.9K1
310HRT FINANCIAL LP$6.9K1
311Physician Wealth Advisors, Inc.$6.8K1
312Owl Creek Wealth Partners LLC$6.1K1
313Glen Eagle Advisors, LLC$5.6K1
314Rialto Wealth Management, LLC$5.0K1
315South Dakota Investment Council$4.5K1
316JPL Wealth Management, LLC$4.5K1
317DekaBank Deutsche Girozentrale$3.9K1
318ELEVATION WEALTH PARTNERS, LLC$3.9K1
319Treasurer of the State of North Carolina$3.2K1
320KBC Group NV$3.2K1
321Kilter Group LLC$2.8K1
322ACADIAN ASSET MANAGEMENT LLC$2.7K1
323Spire Wealth Management$2.5K1
324DiNuzzo Private Wealth, Inc.$2.1K1
325Retirement Wealth Solutions LLC$1.8K1
326Hunter Perkins Capital Management, LLC$1.5K1
327MidFirst Bank$1.4K1
328Marquette Asset Management, LLC$1.3K1
329Signature Equity Partners, LLC$1.3K1
330Cromwell Holdings LLC$1.2K1
331GSA CAPITAL PARTNERS LLP$1.1K1
332Summit Global Investments$1.1K1
333HFM Investment Advisors, LLC$6081
334Vermillion Wealth Management, Inc.$5071
335Investors Portfolio Services LLC$3881
336PARK AVENUE SECURITIES LLC$3361
337Valued Wealth Advisors LLC$3061
338GHP Investment Advisors, Inc.$3051
339Stone House Investment Management, LLC$3041
340MCGUIRE CAPITAL ADVISORS INC$3041
341Employees Retirement System of Texas$611
342Smithfield Trust Co$291
343Avion Wealth$01
344M&T BANK CORP— value not disclosed1
345VANGUARD GROUP INC— value not disclosed1
346BENEDICT FINANCIAL ADVISORS INC— value not disclosed1
347HANCOCK WHITNEY CORP— value not disclosed1
348HARBOUR INVESTMENTS, INC.— value not disclosed1
349Brandywine Global Investment Management, LLC— value not disclosed1
350TOTH FINANCIAL ADVISORY CORP— value not disclosed1
351WELLINGTON MANAGEMENT GROUP LLP— value not disclosed1
352ROYCE & ASSOCIATES LP— value not disclosed1
353GROUP ONE TRADING LLC— value not disclosed1
354VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
355RENAISSANCE TECHNOLOGIES LLC— value not disclosed1
356BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
357CIBC Private Wealth Group LLC— value not disclosed1
358NORGES BANK— value not disclosed1
359SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC— value not disclosed1
360Alyeska Investment Group, L.P.— value not disclosed1
361Verition Fund Management LLC— value not disclosed1
362TWO SIGMA ADVISERS, LP— value not disclosed1
363DRW Securities, LLC— value not disclosed1
364MANGROVE PARTNERS IM, LLC— value not disclosed1
365Vestcor Inc— value not disclosed1
366Paragon Capital Management Ltd— value not disclosed1
367Perigon Wealth Management, LLC— value not disclosed1
368FJ Capital Management LLC— value not disclosed1
369ARMISTICE CAPITAL, LLC— value not disclosed1
370Swiss Life Asset Management Ltd— value not disclosed1
371Teza Capital Management LLC— value not disclosed1
372CWA Asset Management Group, LLC— value not disclosed1
373Vestmark Advisory Solutions, Inc.— value not disclosed1
374AIGEN INVESTMENT MANAGEMENT, LP— value not disclosed1
375FORA Capital, LLC— value not disclosed1
376ELEVATION POINT WEALTH PARTNERS, LLC— value not disclosed1
377Global Retirement Partners, LLC— value not disclosed1
378Farringdon Capital, Ltd.— value not disclosed1
379Walleye Capital LLC— value not disclosed1
380TWINBEECH CAPITAL LP— value not disclosed1
381U.S. Capital Wealth Advisors, LLC— value not disclosed1
382Kestra Advisory Services, LLC— value not disclosed1
383F/m Investments LLC— value not disclosed1
384DV EQUITIES, LLC— value not disclosed1
385TUCKER ASSET MANAGEMENT LLC— value not disclosed1
386PharVision Advisers, LLC— value not disclosed1
387Forum Financial Management, LP— value not disclosed1
388SageView Advisory Group, LLC— value not disclosed1
389Acumen Wealth Advisors, LLC— value not disclosed1
390Dunhill Financial, LLC— value not disclosed1
391Caitong International Asset Management Co., Ltd— value not disclosed1
392Quarry LP— value not disclosed1
393Integrated Quantitative Investments LLC— value not disclosed1
394Kaufman Rossin Wealth, LLC— value not disclosed1
395SummitTX Capital, L.P.— value not disclosed1
396Brookwood Investment Group LLC— value not disclosed1
397Dockside LLC— value not disclosed1
398Fideuram Asset Management (Ireland) dac— value not disclosed1
Truncated by Public Filings. Every one of the 343 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on AXS

RETAINED WINDOW · ACTIVE HITS

Zero hits on AXS in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for AXS · financials and macro

Financials — as filed PLANNED

AXS's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: AXS on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing